Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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The Maltese Group serves the needs of clients around the country. Through our holistic approach, we assist clients in defining their goals, tailor strategies that meet their needs, and help them manage the inevitable changes in life.
Our process is designed to deliver a customized, consistent experience that addresses the client’s life priorities. We enjoy helping clients through difficult financial transitions and decisions that occur in their lives.
Our advice and strategies are guided by your personal goals, such as planning and funding children’s education, preserving and growing your wealth in retirement, and planning for potential health care costs. We start by understanding your unique concerns, priorities, risk tolerance, and other important factors.
The key to helping you achieve your financial goals is understanding where you are now and what challenges you face. That is why we work so hard at analyzing your assets and liabilities, as well as your short- and long-term financial outlook. We feel that wealth should be managed to help achieve outcomes that are personally meaningful to each client.
Helping clients prepare for retirement is, in many ways, at the heart of what we do. The Maltese Group understands how important it is for you to have the resources you need to retire on your own terms and have the active retirement you always envisioned. We start the process by listening and learning about your desired retirement lifestyle. We will then work with you to create a comprehensive analysis that takes your entire financial picture in to account. This will help us develop custom strategies to achieve the optimal results.
We also have a long history of helping corporate executives efficiently handle their stock options, restricted stock, complex compensation packages, and planning for retirement. We offer guidance for diversification strategies for concentrated stock positions. With our tailored approach, we can help you pursue financial goals while remaining focused on career goals. We monitor your accounts and help you make strategy adjustments, as needed, to stay on track.
Our job is first to understand what matters most to you. Our goal is to bring simplicity and transparency to the complexities of investing. We will be there to make the intimidating task of planning for the future easier. We pay attention to even the smallest details since they are still important when developing your overall wealth management strategy.
We help clients visualize the possibilities of their lifestyle choices and understand potential risk that may offset them. We are always there for our clients to answer questions, address any concerns, and provide advice on their financial objectives; we’re here to help however we can. Our business model and communications—including e-mails and phone calls—are designed to proactively serve clients, wherever they are located.
Merrill Lynch is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” in 2018.
Barron’s “America’s Top 1,200 Financial Advisors: State-by-State” from 2014 - 2018
Financial Times –“Top 400 Financial Advisers” from 2013 - 2018.
Barron’s America’s Top 1,000 Financial Advisors:State-by-State from 2008 - 2013.
Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.